Please note: WPS Financial Services ceased trading in 2012. Reviews relating to financial advice provided by WPS Financial Services should be posted here. Reviews on this page relate to Anne Street Partners only.

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Sydney

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  • 1 helpful vote
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Verified Customer

Let them help you.

5 out of 5, reviewed on May 09, 2017

The team at Anne Street Partners are fantastic. I love they that have a team looking after different areas of financial advise. Not relying on one person to know everything. They communicate well, constantly reviewing and trying to get you into a better position. We are very grateful for what they have helped us to achieve.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Nats, thank you for your review! It's great to hear that our team has been able to assist you with your financial advice needs - that's what we're here for and we love being able to help! As al... read more »

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Verified Customer

Emma was great

5 out of 5, reviewed on May 08, 2017

When it comes to refinancing there are many choices in the market and it all seems too difficult. However Emma sat with us to find out what sort of deal would suit us. She then did all the hard work not only finding us a good rate but finding a package deal that worked. She did all the legwork and filled in all the forms, the only thing we had to do was choose our preferred deal, check and sign. We are only too happy to recommend Emmas services.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi tuxcomputers, thank you for this review about your experience with Emma. I'm delighted to hear she has been able to make your borrowing needs a seamless experience - she's passionate about worki... read more »

Perth

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Verified Customer

Persistence and detail

5 out of 5, reviewed on May 08, 2017

Never before have I come across such detailed and persistence in accounting. Anne Street Partners Superannuation team prepared three years tax returns and audits for my SMSF. I was bombarded with requests for copies of invoices dating back 5 years and in the process, Anne Street Partners discovered over eight thousand dollars missing that that had not been paid into the fund. I had not been aware of this but Anne Street Partners pursued this on my behalf until the debtor accepted liability and repaid the debt to my SMSF.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Ludwig, thank you for this review of our SMSF team. It was really great to read that the team have been able to assist you with achieving a great outcome for your fund. The team live and breathe... read more »

Epping

  • 2 reviews
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Verified Customer

Great customer service

5 out of 5, reviewed on May 08, 2017

As first time property buyers, my husband and I had no idea what we were in for. Aaron and Michael, both worked tirelessly to answer both of our consistent emails and phone calls, often out of hours. They explained every step in such detail and knew how to put us at ease. There was complete, upfront honesty and such a great connection. Anything that Aaron couldn't explain, or didn't know the answer too, he got onto it straight away, and found someone who was able to answer my questions. I couldn't recommend Anne Street more, they definitely "held our hands" and walked us through the whole process from beginning to end, listened to our concerns, and found suitable outcomes to suit us personally.
Thank you!

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kirsty, thank you for taking the time to review Aaron and Michael's service. I'm really pleased to hear that they've been able to help you with your property purchase. It can certainly be a busy... read more »

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Verified Customer

Thanks Bhina!

5 out of 5, reviewed on May 04, 2017

As a first time investor I was hesitant and wasn’t exactly sure what I wanted to do. Bhina made me feel very comfortable and was able to tailor her suggestions by listening to my expectations and needs. I didn’t feel pressured by her suggestions and I feel confident we have made the right decisions towards my desired outcome.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Samantha, thank you for this great review of Bhina. I'm pleased to hear that she's been able to assist you with your finances. It can be hard to know where to start sometimes, but I know Bhina w... read more »

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Verified Customer

10/10

5 out of 5, reviewed on May 04, 2017

Thank you Bhina for your professional and knowledgeable dealings. Thank you for guiding me through the ins and outs to securing my financial future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Dan, thank you for this kind review of Bhina, I know she'll appreciate you posting this for her and as an organisation we appreciate you taking the time. Please don't hesitate in contacting Bhi... read more »

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Verified Customer

Great experience

5 out of 5, reviewed on May 02, 2017

Travis gave me a very personal and tailored experience.. it's my first foray into investments so it's pretty daunting but Travis explained everything really clearly. He also was very cost conscious for me as a young person, didn't try to upsell on bells and whistles that aren't necessary at my age or for my situation. I'm really happy with the professional experience I've received so far and am very happy to recommend to anyone else. Thanks Trav!

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Courtney, thank you for this wonderful review of Travis. I'll be passing this on to him - he will be really pleased! I'm glad that he's been able to demonstrate real value for you. It sounds lik... read more »

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Verified Customer

Bhina was great to work with

5 out of 5, reviewed on Apr 26, 2017

Working with Ghina from Anne Street was great. She is very easy to deal with and certainly seemed to know what she was talking about. I have recommended Bhina to any friends I have interested in sorting out their finances.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Shane, thank you for taking the time to review Bhina's service - it's much appreciated. I'm pleased you found her easy to talk to and we certainly appreciate your recommendations. I know Bhina w... read more »

Verified Customer

An education

5 out of 5, reviewed on Apr 26, 2017

So my wife and I have used Anne St Partners back when they were WPS (and still with them). They are super professional and have helped us understand finances to a much better level than we ever could on our own.
Every meeting we have over the years have been nothing less than an education.

As far as our SMSF we have Ben Wallace that looks after this for us. He is always on the ball and nothing slips through, his eagle eye scrutiny is second to none, there just are no mistakes.

Peter Kennewell our Anne St Accountant has got us out of the mess we were in with our finances and what he doesn't know about money isn't worth knowing (but he'd know anyway).

With our bi-annual meetings we see Andrew Kreskas, always enthusiastic and a wealth of knowledge, shows us where we are with our financial position and our/their next move (which is always exciting) but also not judgmental which is really refreshing. (sometimes we spend a little more than we should).

We originally were cold called with these guys and was always skeptical but we gave them a chance and have to say was the best investment we ever made. We have so many investment strategies fielded that as our retirement gets closer, (13 years time) we just can't fail, I can already see that we will be able to travel OS 3 to 4 times a year as we currently do, have our property, share portfolio and Super look after us and also be able to look after our family when we're gone.

A huge thank you to Anne St Partners, we would have struggled in retirement without you.

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Anne Street Partners Official

Hi Stuart, thank you for this incredibly detailed review. It's really made my week reading how the team has been able to be a positive force in your financial well-being. It's great to hear how eac... read more »

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Verified Customer

Hassel free

5 out of 5, reviewed on Apr 25, 2017

Anne Street partners, The assistance provided in running and their engagement with every aspect associated with SMSF's, has made a tedious job easy.
Advice and accessibility is paramount.

Thankyou
Robert & Annette

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Robert and Annette, thank you very much for this review. I'm really pleased to hear our advice and SMSF teams are helping you with your finances. It's great to hear that they're helping make thi... read more »

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Verified Customer

Positive and professional organisation

5 out of 5, reviewed on Apr 24, 2017

Thank you Anne Street Partners for your professionalism and outstanding service over the past few years.I would have no hesitation in recommending Anne Street Partners to my friends and family for taxation and accountancy advice.
I have been very satisfied and look forward to continuing my relationship with Anne Street Partners in the future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kathryn, thank you for this lovely review. It really makes my day hearing this feedback and I know our team will be delighted to hear you're satisfied with the service they are providing. I know... read more »

Sydney

  • 1 review
  • 1 helpful vote
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Verified Customer

Great help

5 out of 5, reviewed on Apr 24, 2017

Running an SMSF means a lot of regulations to comply with, and Jodie and the team at Anne Street Partners make that process really simple for me by regularly checking on compliance with the rules, and letting me know promptly when things need to change. They also do all of our end of year accounts and returns, which makes the whole thing easy for me. Thanks.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Greg, thank you for reviewing Jodie and the wider Anne Street Partners team - it's appreciated and the feedback helps us understand where we're adding value. SMSFs can be tricky, so we're only t... read more »

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Verified Customer

Outstanding service

5 out of 5, reviewed on Apr 20, 2017

Working with Anne Street Partners and Jodie in particular was fantastic. Jodie kept me informed and ensured I completed everything on time. Her and her team ensured my tax return was done correctly and on time. THANK YOU for your professionalism.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Peter J, thank you for taking a moment to review Jodie and the service she and the wider team has provided you. On behalf of Jodie's State Manager, we're delighted to hear you're happy with your... read more »

Brisbane

  • 2 reviews
  • 1 helpful vote
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Verified Customer

Happy Customer

4 out of 5, reviewed on Apr 12, 2017

Our adviser, Pravesh Daya has only recently joined the company, but has worked very hard to identify our needs, provide advice and implementation assistance, as we move from employment into retirement . We highly recommend him!. In the past, Anne Street Partners have had some ongoing staff and organisational changes and this has meant some delays in responding to our needs (so only get 4 stars rating). This situation has improved recently. Overall we have no hesitation in recommending Pravesh

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Bob, thank you for this review of Pravesh and his advice, it's appreciated. I understand the past changes may have been disruptive, we try our best to minimise the impact of any staff changes an... read more »

  • 2 reviews
  • 1 helpful vote
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Verified Customer

Great service

5 out of 5, reviewed on Apr 10, 2017

I came to Anne Street Partners to get my super and insurance taken care of. Both Trav and Ellie looked after me and i felt like i was in good hands throughout the entire process.

Highly recommend these guys to anyone looking to get their financial situation taken care of.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Dale C, thank you for this generous review. I'm absolutely delighted to hear that you're happy with both Travis and Ellie's service. You're in great hands. As always, please let them know if yo... read more »

Verified Customer

Very happy with Anne Street Partners and our advisor Tracy Dyer

5 out of 5, reviewed on Apr 08, 2017

Tracy has been our advisor for several years. We have always felt comfortable with her advice and happy with the outcome. Trustworthiness in financial advise is most important to us as we have seen friends led in the wrong direction by receiving poor advise. We are very happy clients and feel valued.

Was this review helpful? Yes

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Anne Street Partners Official

Hi Robert, thank you for this review - it's much appreciated. I'll pass your comments onto Tracy, I know she'll be delighted to hear them and that you're happy with the advice she's providing you. ... read more »

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Verified Customer

No courtesy of calling back. Unprofessional

2 out of 5, reviewed on Apr 05, 2017

OK I will start with good things. They have behaved very professional so far. All the team @ WPS/ASP at Brisbane were excellent. However my most recent manager has been worst.
Unfortunately the two investment I had gone forward has failed.
Over last six months I have been asking for a reasonable explanation, but they cant come up with a satisfactory answer.
Now I am facing height of unprofessional-ism in terms of customer service.
I was advised by receptionist to contact thee area manger for complain. I have called and emailed at-least five times and he has no audacity to reply back once. I was told he has called me "once" when I was sleeping after night shift. I suggested to reply in email, but he still hasn't. It has frustrated me so much to write over here.

Hope someone listens.

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Anne Street Partners Official

Hi Sahil, I apologise if you feel our response so far hasn't been adequate and this has been frustrating for you - it's certainly not our intentions to have unhappy clients. Although it would be im... read more »

It is interesting how companies come up this smart excuses, where firstly they don't respond to unhappy customer appropriately via normal communication and than someone from social media team, come... read more »

Verified Customer

Great Financial Advisors - Personable and Professional

5 out of 5, reviewed on Apr 03, 2017

I recently employed Anne Street Partners and specifically Daniel Fochesato to be my adviser.
Daniel helped me gain a clear understanding of investments and provided a clear strategy for 2017 and beyond.
Daniel is very professional and has a substantial amount of knowledge and experience in financial planning matters.
Thanks again Daniel !! You made things very easy to understand.

Was this review helpful? Yes

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Anne Street Partners Official

Hi Damo, thank you very much for reviewing Daniel and the service he has provided you. I'm really pleased to hear he's helped to lay down the foundations for a great financial approach for this yea... read more »

Verified Customer

Does a great job looking after our SMSF taxation returns, but I wont use ASP ever again

2 out of 5, reviewed on Mar 22, 2017

Jodie is great, and gives us a good service at a good price - but the two investment housing purchases we have made (1 x SMSF, 1 x investment) with ASP advice were less than satisfactory. The investment property recommendation (build interstate for negative gearing and positive returns) has performed woefully, nothing like their projections - look on the web, and you will see similar stories. Do your due-diligence before committing.

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Anne Street Partners Official

Hi Jaytee, I've read your review with concern. I would like the opportunity to discuss this with you so I can understand the nature of the issues you have raised. Please feel free to contact me at ... read more »

Verified Customer

Retirement

5 out of 5, reviewed on Mar 22, 2017

I would like to thank Yanish for his help and assistance, support and expert knowledge in the past few years with my transition from work into retirement. He is very knowledgeable and always professional.
I would recommend him and Anne Street Partners to anyone in need of financial hep and guidance.
Thank you Yanish, and all the best

Was this review helpful? Yes

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Anne Street Partners Official

Hi Andrea, thank you for this review of Yanish's service, I appreciate you taking the time to submit this. I'll pass your kind words to Yanish, I know he'll be very happy to receive this! I know he... read more »

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Questions & Answers

After i pay them off by your halp ,,is my name going to be clear again ?

Aram rashet asked on Jan 17, 2017

Answer this

Hi Aram,

Apologies - what is this in reference to?

Kind regards
Brent

I having been reading through the reviews for Anne St partners ( Financial Planners ) and have found a lot reflect my own experience of basically bad advice. However its incredible how many people who ' have been with Anne St for many years now " all of a sudden decide to write an over the top positive review. Is there any way of verifying that these are real people and not just company from the company itself ?

Brisbane asked on Mar 16, 2015

Answer this

Hi there Brisbane

Firstly, I apologise if you haven't received a positive experience from us. I'd certainly like to have the opportunity to put this right and you can contact me personally on [email protected] - attention Brent. I'd actually like to look into any concerns you have.

In terms of posting reviews, every adviser at Anne Street Partners is encouraged to ask for feedback after each appointment as it gives all of the executive team an unbiased look at our service offering. We certainly monitor each review and where the reviewer leaves some details we try to address any concerns on a one-to-one basis. Some reviewers prefer to use a pseudonym, and this can lead to identification issues, so we try to reach out to them using the site. Obviously we love to receive glowing reviews, but we know that with many changes within the organisation this won't be the case every time, so we encourage a realistic view each and every time.

Brent - Anne Street Partners Marketing

I'm real - I just gave an honest answer to the request for a review

Yep, my review is real.

2 things:

1. any investment has some form of inherent risk. Thinking you'll make fifty-hundred percent return in two weeks on a property is ludicrous, its the real world, not blocyard blitz.
2. you do actually need to do some work and thinking for yourself. Do you think if they had some magic formula for making money appear from thin air, that they would be working?

See all 5 answers